WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.6K 0.01%
76
277
$10.5K 0.01%
500
278
$10.4K 0.01%
1,000
+300
279
$10.3K 0.01%
77
280
$10.3K 0.01%
504
281
$10.2K 0.01%
719
+15
282
$10.1K 0.01%
175
283
$10K 0.01%
70
284
$9.95K 0.01%
125
-25
285
$9.89K 0.01%
+200
286
$9.83K 0.01%
30
287
$9.67K 0.01%
23
288
$9.51K 0.01%
503
289
$9.48K 0.01%
34
290
$9.25K 0.01%
123
291
$9.21K 0.01%
45
292
$9.07K 0.01%
30
293
$9.01K 0.01%
107
294
$8.99K 0.01%
142
295
$8.83K 0.01%
30
296
$8.76K 0.01%
1,018
+12
297
$8.75K 0.01%
260
298
$8.69K 0.01%
64
299
$8.69K 0.01%
86
300
$8.6K 0.01%
117
10 11
12
13 14